How to Invite an External Manager to Your devActivity Team
Granting External Access to devActivity Team Analytics
devActivity.com allows you to seamlessly onboard external collaborators, such as consultants or clients, by granting them manager-level access to specific teams. This guide will walk you through the process of inviting an external manager, enabling them to monitor and manage team performance within devActivity.com.
Before you begin, ensure the external individual has a GitHub account, as this is a prerequisite for joining devActivity.com as a manager.
Steps to Invite an External Manager:
- Navigate to Settings: From your devActivity dashboard, click on 'Settings' in the top navigation.
- Access Teams & Users: Within the Settings menu, select 'Teams & Users'.
- Initiate Invitation: Locate and click the 'Invite External Manager' button. This will open a dedicated modal dialog.
The 'Invite External Manager' modal where you enter details and assign teams. - Enter Manager's Email: In the modal, enter the external manager's email address into the designated input field. Remember, this email should match their GitHub Account email.
- Assign Teams: Use the 'Select Team' dropdown to choose one or more teams the manager should have access to. You can add multiple teams using the '+' icon.
- Review/Edit Comment (Optional): A pre-filled 'Comment' for the invitation email is provided. You can review or edit this message as needed. The default message highlights key reports like Cycle Time and Leaderboard.
- Send Invitation: Click the 'Save' button to send the invitation email to the specified address.
- Confirmation: Once the external manager accepts and confirms the invitation, they will gain access to devActivity.com and be able to view reports, metrics, and dynamics for their assigned teams.
By following these steps, you can efficiently leverage external expertise to enhance project oversight and data-driven decision-making for your teams.
Frequently Asked Questions
What permissions does an invited external manager have?
External managers can manage team alerts configuration and view all analytics and reports related to their assigned teams, such as Cycle Time and Leaderboard.
Do external managers need a GitHub account to join devActivity.com?
Yes, a GitHub account is a prerequisite for any invited external manager. The email address used for the invitation should match their GitHub Account email.
How do I assign an external manager to specific teams?
During the invitation process, use the 'Select Team' dropdown in the 'Invite External Manager' modal to choose one or more teams the manager should have access to.
What kind of reports and analytics can an external manager view?
External managers can view all reports, metrics, and dynamic data for their assigned teams, including valuable insights like Cycle Time, Leaderboard, and other performance analytics.
